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Sincerus Advisory, LLC: HELO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sincerus Advisory, LLC on HELO, newest first. How the timeline and the estimate are built.

Sincerus Advisory, LLC held 51,583 HELO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 51,583 shares
    Change vs previous 13F +6,484 shares

    2.33% of the 13F portfolio, value $3,567,979.

    13F-HR 0002050968-26-000004 filed by Sincerus Advisory, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 45,099 shares
    Change vs previous 13F +4,316 shares

    2.07% of the 13F portfolio, value $3,047,810.

    13F-HR 0002050968-26-000003 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 40,783 shares
    Change vs previous 13F +3,633 shares

    1.98% of the 13F portfolio, value $2,606,435.

    13F-HR 0002050968-26-000002 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 37,150 shares
    Change vs previous 13F +4,983 shares

    1.98% of the 13F portfolio, value $2,467,860.

    13F-HR 0002050968-26-000001 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 32,167 shares
    Change vs previous 13F +4,498 shares

    1.79% of the 13F portfolio, value $2,090,874.

    13F-HR 0002050968-25-000002 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 27,669 shares
    Change vs previous 13F -5,708 shares

    1.65% of the 13F portfolio, value $1,754,474.

    13F-HR 0001754960-25-000484 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 33,377 shares
    Change vs previous 13F +4,300 shares

    2.1% of the 13F portfolio, value $1,991,920.

    13F-HR 0001754960-25-000228 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 29,077 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $1,803,928.

    13F-HR 0001754960-25-000099 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).